| Contact / Role | Tier | Last Touch | Next Action | Due | |
|---|---|---|---|---|---|
W.L. Hall Company $324K YTD 2026 — project-based Procurement |
B | — Active account |
Understand what projects they have coming — are we spec'd in? |
This month |
|
Streeter & Associates $394K lifetime · was declining · picking back up Owner |
A | — $29K YTD only |
Personal call — they're selling again, make sure we're front of mind |
This week |
|
Robert Thomas Homes $162K YTD · years of cultivation paying off Owner |
A | — Surging in 2026 |
Protect and deepen — lunch or shop tour to cement relationship |
Next 30 days |
|
Bauer Design Build Newer, growing, close relationship · more jobs coming Owner |
A | — Active |
Stay close — jobs incoming, don't go quiet |
Ongoing |
|
Anderson Reda $218K lifetime · $0 in 2026 · Kara's former account PM |
C | — No activity 2026 |
Reactivate — Kara moved to purchasing, relationship may have lapsed with her |
This month |
|
Renuity (formerly Kohler) Name change — same company Procurement |
B | — Update contact records |
Confirm new contacts under Renuity name — check if relationship is still warm |
Soon |
|
Enclave $108K in one year · $0 since · needs attention PM |
C | — Gone quiet |
Reactivate — find out what they have coming and get back in front of them |
This month |